Glassman Wealth Services’s Lumen LUMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-41
| Closed | -$75 | – | 1108 |
|
|
2023
Q4 | $75 | Sell |
41
-136
| -77% | -$193 | ﹤0.01% | 1942 |
|
|
2023
Q3 | $251 | Sell |
177
-196
| -53% | -$332 | ﹤0.01% | 1851 |
|
|
2023
Q2 | $843 | Sell |
373
-3,008
| -89% | -$6.62K | ﹤0.01% | 1487 |
|
|
2023
Q1 | $8.96K | Buy |
3,381
+3,287
| +3,497% | +$13.3K | ﹤0.01% | 854 |
|
|
2022
Q4 | $491 | Sell |
94
-2,302
| -96% | -$14.1K | ﹤0.01% | 1630 |
|
|
2022
Q3 | $17K | Buy |
2,396
+1,814
| +312% | +$18.5K | ﹤0.01% | 668 |
|
|
2022
Q2 | $6K | Buy |
582
+94
| +19% | +$1.05K | ﹤0.01% | 955 |
|
|
2022
Q1 | $5K | Sell |
488
-1,233
| -72% | -$14.1K | ﹤0.01% | 1005 |
|
|
2021
Q4 | $22K | Buy |
1,721
+1,202
| +232% | +$15.3K | ﹤0.01% | 588 |
|
|
2021
Q3 | $6K | Buy |
519
+215
| +71% | +$2.69K | ﹤0.01% | 915 |
|
|
2021
Q2 | $4K | Buy |
304
+113
| +59% | +$1.56K | ﹤0.01% | 989 |
|
|
2021
Q1 | $3K | Buy |
+191
| New | +$2.37K | ﹤0.01% | 1006 |
|
|
2020
Q4 | – | Sell |
-107
| Closed | -$1K | – | 1453 |
|
|
2020
Q3 | $1K | Buy |
107
+9
| +9% | +$94 | ﹤0.01% | 1187 |
|
|
2020
Q2 | $1K | Sell |
98
-235
| -71% | -$2.35K | ﹤0.01% | 1060 |
|
|
2020
Q1 | $3K | Sell |
333
-956
| -74% | -$12K | ﹤0.01% | 622 |
|
|
2019
Q4 | $17K | Buy |
1,289
+612
| +90% | +$8.21K | 0.01% | 405 |
|
|
2019
Q3 | $8K | Buy |
677
+242
| +56% | +$2.87K | ﹤0.01% | 474 |
|
|
2019
Q2 | $5K | Sell |
435
-11,821
| -96% | -$133K | ﹤0.01% | 554 |
|
|
2019
Q1 | $147K | Buy |
12,256
+12,215
| +29,793% | +$170K | 0.06% | 125 |
|
|
2018
Q4 | $1K | Sell |
41
-71
| -63% | -$1.35K | ﹤0.01% | 653 |
|
|
2018
Q3 | $2K | Sell |
112
-22
| -16% | -$460 | ﹤0.01% | 599 |
|
|
2018
Q2 | $2K | Buy |
134
+53
| +65% | +$963 | ﹤0.01% | 572 |
|
|
2018
Q1 | $1K | Buy |
81
+2
| +3% | +$35 | ﹤0.01% | 632 |
|
|
2017
Q4 | $1K | Buy |
+79
| New | +$1.34K | ﹤0.01% | 587 |
|
|
2015
Q2 | – | Sell |
-250
| Closed | -$9K | – | 439 |
|
|
2015
Q1 | $9K | Hold |
250
| – | – | 0.01% | 343 |
|
|
2014
Q4 | $10K | Buy |
+250
| New | +$10K | 0.01% | 365 |
|
Other funds holding LUMN
